THE Institute OF Financial Wellness, LLC
SEC RegisteredSmarter Financial Decisions Start Here
About the firm
The Institute of Financial Wellness helps clients understand retirement options, life insurance solutions, and more — so they can protect what they've built, grow their wealth, and enjoy peace of mind. They offer tools like the IFW Retirement Score, live webinars, and connections to independent IFW Certified Financial Professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement income planning, life insurance strategies (Term, Whole Life, IUL, Final Expense), retirement scoring tools, live webinars, tax planning in retirement, and connections to independent IFW Certified Financial Professionals
Who they serve
Individuals seeking retirement income planning and life insurance strategies, with a $100K minimum to qualify
Leadership
Office locations
Regulatory & compliance
Data as of February 7, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Institute OF Financial Wellness, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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